{"id":5832,"date":"2026-03-26T10:37:46","date_gmt":"2026-03-26T09:37:46","guid":{"rendered":"https:\/\/www.superdocu.com\/templates\/expense-report-request\/"},"modified":"2026-03-26T12:41:23","modified_gmt":"2026-03-26T11:41:23","slug":"expense-report-request","status":"publish","type":"sd_template","link":"https:\/\/www.superdocu.com\/en\/templates\/expense-report-request\/","title":{"rendered":"Expense report request"},"content":{"rendered":"
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The Expense report request<\/strong> template helps you collect documents and information in a structured, secure workflow. As an office manager or accountant, you might need to collect documents such as expense reports once in a while. We have made it easy with a quick boilerplate that includes documents commonly requested from employees.<\/p>\n

Who is this template for?<\/h2>\n

This template is designed for professionals in HR, Accounting, Employees. It replaces messy email chains with a secure, branded client portal that collects everything you need in one place.<\/p>\n

How it works<\/h2>\n

This template includes 4 steps that your clients complete through a secure portal:<\/p>\n

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  1. Welcome<\/strong> (Information screen)<\/li>\n
  2. Expense info<\/strong> (Form) – Fields: Did you have any expenses to file this month?, Total amount of your expenses for this month (0 if no expenses), Your IBAN Number for refunds<\/li>\n
  3. Expense report<\/strong> (Document upload) – Fields: Your expense report for the current month, Receipts<\/li>\n
  4. End<\/strong> (Information screen)<\/li>\n<\/ol>\n

    Documents collected<\/h2>\n\n\n\n\n\n\n
    Document<\/th>\nDescription<\/th>\n<\/tr>\n<\/thead>\n
    Your expense report for the current month<\/strong><\/td>\nMust be in Excel (CSV, XLS, XLSX) format.<\/td>\n<\/tr>\n
    Receipts<\/strong><\/td>\nUpload your receipts here (up to 15 receipts).<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

    Features included<\/h2>\n